Head - Affluent Portfolio, Sales Coverage & RM Enablement (Mumbai)

Head - Affluent Portfolio, Sales Coverage & RM Enablement (Mumbai)

29 Aug
|
Standard Chartered Bank
|
Mumbai

29 Aug

Standard Chartered Bank

Mumbai

#body.unify div.unify-button-container .unify-apply-now: focus, #body.unify div.unify-button-container .unify-apply-#body.unify div.unify-button-container .unify-apply-now: focus, #body.unify div.unify-button-container .unify-apply-

Requisition Number: 61476

Job Location: Mumbai, IND

Global Grade: Band 5

Work Type: Office Working

Employment Type: Permanent

Posting Start Date: 28/08/2026

Posting End Date: 10/10/2026

:

Job Summary The role involves designing & managing the Affluent RM sales coverage strategy and driving frontline enablers to realise Affluent business aspirations and build a client continuum through frontline coverage

Key Responsibilities

Strategy

Design the affluent sales coverage strategy including RM-client loading, scorecards, productivity

Design enablers to drive upskilling and retention of RMs

Monitor sales performance, productivity & participation to align with business goals

Design a client continuum for high-end affluent clients through sales coverage

Business

Design affluent sales coverage strategy – define RM-client loading guidelines and a process for continuous RM-client mapping and movement

Design, implement & monitor RM scorecards. Track efficacy of scorecards on portfolio behaviour, RM performance and participation

Define and track benchmark productivity thresholds. Drive campaigns and tactical incentive programmes

Design a client continuum for high-end affluent clients through sales coverage based on assets under management / product holdings

Drive the RM to client contact strategy

Design recent RM onboarding journey, covering training, certification and engagement

Design strategy for RM enablement & upskilling covering continuous learning & development pathways across industry trainings, internal product trainings, management development programmes

Ensure best-in-class NPS and employee engagement scores for RMs

Track and monitor voice of frontline surveys, actively seek feedback to improve RM engagement and adoption

Implement and drive adoption of RM facing tech platforms across CRMs and transaction execution. Assess gaps in implementation, benchmark with competition and lead tech-led client engagement through RMs

Processes

Implement robust processes for RM-client loading and movements, scorecards

Ensure regulatory compliance and streamline operational procedures

People & Talent





Work with cross-functional teams across products, sales, finance, analytics to deliver frontline enablers, monitor performance and drive efficiencies

Nurture & build team talent

Risk Management

Identify and mitigate risks associated with scorecard delivery, participation

Ensure adherence to regulatory standards and internal risk frameworks

Monitor competition trends and RM feedback to proactively address potential risks

Governance

Maintain robust governance practices

Report performance and risk metrics to senior management and relevant stakeholders

Regulatory & Business Conduct

Display exemplary conduct and live by the Group’s Values and Code of Conduct.

Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

Lead Affluent Segment and Investment Products to achieve the outcomes set out in the Bank’s Conduct Principles.

Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

Country Finance

Analytics

Affluent Distribution

WRB Product Teams

Country & Group Legal, Compliance

Group Affluent Segments

Other Responsibilities

Embed Here for good and Group’s brand and values in Affluent Segments Team. Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures

Skills and Experience

Office Suite

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before.

If you're looking for a career with purpose and you want to work for a bank making a difference,



we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do

Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well

Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.

Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.

Flexible working options based around home and office locations, with flexible working patterns.

Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.

Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

#body.unify div.unify-button-container .unify-apply-now: focus, #body.unify div.unify-button-container .unify-apply-#body.unify div.unify-button-container .unify-apply-now: focus, #body.unify div.unify-button-container .unify-apply-

📌 Head - Affluent Portfolio, Sales Coverage & RM Enablement (Mumbai)
🏢 Standard Chartered Bank
📍 Mumbai

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: head - affluent portfolio, sales coverage & rm enablement (mumbai) / mumbai

Subscribe to this job alert:

Get the latest job offers by email for: head - affluent portfolio, sales coverage & rm enablement (mumbai) / mumbai